Gregory Beal is a financial advisor with Western Wealth Management LLC based in Golden, CO. He holds the CFP® designation and Series 66 license and has 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Morgan Stanley, and Advised Asset Group, LLC. Western Wealth Management serves a broad client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party and LPL-sponsored investment programs.

Clarisa Hernandez is a CFP® and ChFC® with 17 years of industry experience. She is currently with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, SagePoint Financial, North Star Consultants, and Securian Financial Services. Outside of her advisory work, she is an independent insurance agent for multiple companies. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Brooke Martinez is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and U.S. Bank. She is also a licensed notary and operates a home-based business entity for tax and investment purposes. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers, offering a range of investment strategies and access to multiple LPL-sponsored advisory programs.

Scott Ranby is a CFP® with 13 years of experience in financial advising. He is currently with Mission Wealth Management, LP and previously worked at Kuhn Advisors, Inc. for 11 years. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through a range of wealth management and financial planning services. The firm focuses on customized, long-term investment strategies using ETFs, mutual funds, individual securities, and alternative investments, with an emphasis on discretionary account management and tax-aware trading.

Jessica Caldwell is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with Plante Moran Financial Advisors since 2016, currently based in Denver, CO. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including private households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, managing a majority of assets on a non-discretionary basis.

Cole Petersen is a financial advisor with Wedbush Securities Inc. in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Brokers Guild. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital market solutions.

Deborah Frank is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Western Wealth Management and affiliated entities since 2014 and also operates D. Frank & Associates. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and LPL-sponsored programs.

Samuel Buchenau is a financial advisor at Curi Capital, LLC in Denver, CO, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at RMB Capital Management and Fidelity Investments. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach across equities and fixed income with a mix of proprietary and third-party strategies.

Shanon Grundland is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Client One Securities, LLC for 14 years and serves as president of Shanon Grundland Enterprises. Grundland is also an insurance agent specializing in fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Collin Mc Kenzie is a financial advisor at Wedbush Securities Inc. based in Denver, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work history includes roles at Charles Schwab and McKenzie & Snyder LLP, as well as experience in service and hospitality sectors such as The Woodcreek Club and Four Bridges Country Club. Wedbush Securities serves individual, high-net-worth, and institutional clients through a range of services including wealth management, fixed income, commodities, and capital markets. The firm offers both advisory and broker-dealer services, employing a portfolio management approach tailored to client objectives and risk tolerances.

Sebrina Ivey is a financial advisor at GHP Investment Advisors Inc. based in Denver, CO, holding the PFS™ designation and Series 65 license with 14 years of industry experience. She has been with GHP Investment Advisors since 2012. GHP Investment Advisors provides discretionary and non-discretionary investment supervisory services, financial planning, pension advisory, and consulting to individuals, including high-net-worth clients, as well as pension plans, pooled investment vehicles, charitable organizations, and businesses. The firm employs fundamental analysis with a generally long-term investment approach and also manages private funds and pooled vehicles, offering additional services such as affiliated family-office tax preparation to select clients.

Bryan Hinmon is a CFA® charterholder and Series 65 licensed advisor with nine years of industry experience. He has worked at Motley Fool Asset Management, LLC and Bulwark Capital Management, LLC before joining Maridea Wealth Management in 2025. Bryan is currently dually registered with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, incorporates individual securities or sub-advisers when appropriate, and employs a long-term investment horizon supplemented by AI-assisted research and administrative tools under human oversight.

Christopher Freimuth is a CFA® charterholder with 23 years of industry experience. He is currently with AlphaCore Capital LLC and has held prior roles at Elk River Wealth Management, BOK Financial Private Wealth, and CoBiz Wealth. He serves as a board member of the Challenge Foundation, a charitable organization based in Englewood, Colorado. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm emphasizes a multi-asset investment approach that includes both traditional and alternative strategies and offers comprehensive wealth planning, investment management, and specialized advisory services.

Adam Hall is a CFP® with 28 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2026. His prior experience includes sixteen years at LPL Financial and six years at Valic Financial Advisors. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm uses a decentralized adviser structure, providing a range of portfolio management and financial planning services supported by multiple investment strategies and model portfolios.

Kimber De Loia is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 26 years of industry experience. Her prior roles include tenure at LPL Financial, Wells Fargo Clearing, and RBC Capital Markets. De Loia also operates DeLoia Wealth Management, a separate DBA under LPL Business. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives who offer a range of portfolio management and financial planning services, utilizing both firm-designed and third-party model portfolios across various strategies.

David Owens is a CFP® and ChFC® with 11 years of industry experience. He is currently affiliated with Maia Wealth and previously worked at Simplicity Wealth, MML Investors Services LLC, MassMutual Life Insurance Company, and ACF Colorado. Owens holds insurance licenses and provides life, variable, accidental, and health insurance products, dedicating a portion of his time to these activities. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy, integrating technology and third-party platforms to implement ETF-based allocations and provide specialized estate and tax coordination services.

Alan Goodman is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with Maia Wealth and has held roles at Simplicity Wealth, WealthSource Partners, LLC, Clear Creek Asset Management LLC, and Chrome Asset Management LLC. He serves as an industry liaison for the University of Colorado Boulder, managing relationships between the engineering departments and industry partners. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, businesses, and institutions, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy. The firm integrates traditional advisory oversight with technology-driven solutions, including robo-advisor platforms and specialized estate and tax coordination services.

Adam Sullivan is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. He holds a Series 65 designation and has over 15 years of prior experience at Horizon Financial Group LLC before joining TCI in 2025. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s asset-allocation-driven investment process emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

David Pocs is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with IHT Wealth Management since 2019 and has been associated with LPL Financial since 2010. Outside of advisory work, he serves on the board of Friends of the Front Range and has experience as a soccer referee. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisor representatives.

James Ulrick is a financial advisor at Savvy with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Farther Finance Advisors, PNC Investments LLC, Merrill, Bank of America, and Charles Schwab, where he worked for over a decade. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform.